The Evexia Right Fit Client is someone who values partnership. They realize that even the most financially savvy people need wealth coaching to help them get past fears and limiting beliefs, and they are prepared to invest in the right team. The clients that join us are looking to clarify, simplify, and transform how they think and feel about money. If this sounds like the right opportunity for you, our team would love to connect.
We partner with clients nationwide, leveraging the latest and greatest technology to provide an exceptional virtual experience. This format allows our clients to maximize their time offering the flexibility to meet at home, at work, or on the go. Our Team will assist you if you are new to our virtual platform to ensure a productive and meaningful meeting.
Ben Laws
Co-Founder, CEO, Wealth Coach
As CEO of Evexia Wealth, Ben has built a firm unlike any other - where financial planning isn't just about numbers, but about game-changing conversations and exceptional experiences. He believes that everyone has the opportunity to transform how they think and feel about wealth, and he's committed to helping clients achieve true financial freedom.
You'll feel Ben's energy the moment you meet him - his enthusiasm is contagious, like an 80s pop song you can't stop humming. He thrives on breakthrough moments, guiding clients through "Ah-ha!" realizations that redefine their financial outlook. Ben is a visionary who sees patterns where others see complexity. He connects strengths with opportunities, helping clients maximize their assets in ways that align with their biggest goals and dreams.
Beyond the spreadsheets, Ben is an attentive listener who dives deep into what truly matters. He challenges clients to think holistically - what do you want freedom from? What do you want freedom for? His mission is to empower you with clarity and confidence, turning financial obstacles into stepping stones.
When you partner with Ben, you're not just working with a financial advisor - you're gaining a wealth coach and your biggest fan.
Joe Watson
Wealth Coach, CFP, FIC
It only takes a short conversation with Joe to know you are talking with someone who has done his homework. Joe is a walking Wikipedia of information, especially when it comes to finances and the issues that are most important to clients.
Bringing the experience gained through 20 years in the financial services industry, Joe helps clients navigate the ever-changing landscape around income, investments, and taxes. Pragmatic and even-keeled, Joe's careful listening and clear communication adds value to the Evexia team and to each client he meets with.
With the Evexia team, he helps people make smart choices about money so that they can spend more time enjoying their life, with less stress worrying about what comes next. As a wealth coach, Joe spends time with clients to learn more about what is important to them. Joe gets excited knowing that thorough analysis and smart decisions will set clients up to win, now and in the future.
When he's not working, you'll find Joe in the kitchen cooking with one of his daughters or traveling with his wife. He enjoys reading about life in America and in places around the world. Joe lives in Chippewa Falls, Wisconsin with his wife and two daughters.
Jessica Henrickson
Wealth Coach
You know the type of person who can make a friend with anyone? That's Jessica. She is genuinely interested in learning from others and hearing their stories, which is an amazing quality - especially in a Wealth Coach!
Jessica joined the Evexia Wealth team after extensive experience working with high net worth clients. She knows all about investments portfolios and how to dig into a performance report. At Evexia, Jessica blends her technical knowledge with the elements of personal financial planning. As a Wealth Coach, Jessica meets with clients to partner with them on their Client Journey and in understanding their Evexia portfolios.
Jessica's favorite part of being a Wealth Coach is hearing client stories - really understanding the experiences that have brought them to where they are today. She knows that investment and financial planning decisions are deeply personal. With that awareness, she's honored to be a part of the conversation and process. She's a terrific listener and you can be sure that she is paying close attention to make sure that each client's plan is customized to their unique needs and goals. She is passionate about providing clients with confidence, knowing that they have a financial plan that allows them to have monumental life experiences and adventures.
When Jessica isn't meeting with clients, you might find her in her garden, enjoying the beauty of nature. She loves to spend time with her family and is actively involved in her community. Jessica and her family live near Portland, Oregon.
Jake Bartz
Director of Strategy, CFP
Jake's a pro at learning. He loves to collect information that will help him continuously improve. In addition to knowing a whole lot, he's always on the look-out for the reasons and causes behind every situation. You can bet that he's paying attention to all the factors that are affecting each client's financial picture.
As a Strategist, Jake is always looking for the "why" behind things. He takes the time to seek out answers so that he can fully understand situations, rather than just taking information at face value. This inquisitive nature helps Jake to get beyond just entering data into formulas. He wants to understand how the multiple pieces of a client's financial life fit into their bigger picture.
Jake enjoys being outdoors, especially time on the water - paddleboarding, kayaking, or pontooning. He lives in Northern Minnesota with his wife and kiddos.
Joel Revak
Strategist, RICP, FIC
If you want to know one thing that makes Joel happy, it's finding the answer. He loves to gather facts, analyze the information, and then follow through to take the next best steps. Joel provides steady support to team members and clients.
Joel has a background in Operations and his experience in getting answers and solutions to clients gives him an advantage as a Strategist. In addition to knowing how the backstage works to get the job done, he is all about making plans to prepare clients to capture wins.
Joel enjoys spending time with his family and friends. A good day means getting outside for a run or doing some fishing. Joel and his wife live in Eau Claire, Wisconsin.
Victoria Aguilar
Client Concierge
Victoria is a key part of delivering the Evexia Experience to clients. She is part of many client meetings, working as a strategic partner to make sure that we capture what's important to you and getting the ball rolling on the next steps. She also makes connections with clients via phone and email to make sure that Evexia is up to date on the important things happening in our clients' lives.
Victoria's favorite part of working as Client Concierge is having a front row view to the impact that partnership with Evexia makes for clients. Victoria loves seeing the many ways we bring peace of mind through conversations and planning. Building long lasting relationships with clients is a huge part of what motivates her every day.
The best quality Victoria brings to the team is her amazing ability to listen and understand people. We know you'll appreciate how much she is able to connect with you and understand what needs to happen next.
Victoria loves seeing the beauty in the little things, especially caring for her house plants and watching them grow. Of course, we can't forget to mention how much she enjoys spoiling her three kitties--Ivy, Eve & Izy.
Jenna Laws
Co-Founder, CCO, CFP, CFA
Jenna brings a unique blend of strategic insight and aesthetic sensibility to her role at Evexia. As a Certified Financial Planner̨̉ and Chartered Financial Analyst̨̉, she quietly holds prestigious credentials, embodying expertise shared by fewer than 160,000 CFĄ̉ members worldwide.
Her role centers on translating Benâââ‰â¢s vision into actionable systems and managing custom portfolios. Beyond financial markets, Jenna is a catalyst in shaping daily office dialogues that impact client futures, believing in structured approaches that elevate financial well-being and enrich lives.
Balancing rigor with curiosity, Jenna applies her disciplined research not only to stock analyses but also to crafting meaningful experiences, whether in finance or planning family adventures. Her commitment to personal and professional growth is mirrored in her dedication to clients and her love for exploration and classic literature.
Thoughtful, intelligent, and compassionate, Jenna finds fulfillment both in strategic planning at Evexia and in nurturing sustainable growth on her familyâââ‰â¢s farm in Central Wisconsin, where she and her pups cherish moments of tranquility and inspiration.
Justin Kelly
CIO, MSF, CAIA
If you are looking for someone to talk with about investments, youâll want to meet up with Justin for coffee. He has earned a Masters of Finance and is hugely passionate and knowledgeable about financial markets, micro- and macro-economics, and making a difference for clients.
Justinâs favorite part of being a the CIO is creating value for clients by working with investment models and developing new strategies to take advantage of evolving markets. Weâre grateful for his ability to take in complex information and convey it to Evexia clients in meaningful and easy to understand ways.
When heâs not thinking about economics, Justin enjoys watching football with his extended family. (Calling all Oregon Ducks or Green Bay Packers fans!) He also enjoys a good coffee and time to read about investments. Justin lives near Portland, Oregon with his wife and son.
General Information |
| Firm Start Year: | 2018 | |
| No. of Employees: | 10-19 | |
| Name of Custodial Firm: | Charles Schwab |
| Work with the following types of clients: | Businesses, Individual Investors |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management |
Services |
| Investment Types: | Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Video Conference, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, Life, Health, Annuity, Disability |
Firm Information |
| Firm's Number of Planning Clients: | 108 |
| Firm's Number of Managed Clients: | 394 |
| Assets Managed by Firm: | $317M |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $500K |
| Compensation Methods: | Flat Fee, Based on Assets |
| Fee % Based on Assets: | 0.25-2.00% |
Financial Services |
| Financial Planning for Businesses
Evexia Wealth's Financial Planning for Businesses service supports visionary entrepreneurs and business owners who understand that business success is intricately linked with their personal financial well-being. We develop a comprehensive financial strategy that supports your business goals while ensuring your personal wealth grows. What sets Evexia apart is our holistic Wealth Coaching approach. Our team integrates business and personal financial objectives, addressing issues like cash flow management, tax efficiency, and succession planning. Our Wealth Coaching approach helps you align business success with personal financial aspirations, whether expanding operations or preparing for an exit. |
| Financial Planning for Individuals
At Evexia Wealth, we believe that exceptional financial planning is the cornerstone of a life well-lived. We understand that your financial life is as unique as you are. That's why our process begins with in-depth conversations to truly understand your goals, values, and vision for the future. Whether you're planning for early retirement, considering a career change, or aiming to leave a lasting legacy, our team of expert advisors will create a financial plan that aligns with your aspirations. Our holistic approach integrates all aspects of your financial life from investment management and tax strategies to risk mitigation and estate planning. We leverage sophisticated planning tools and our proprietary Evexia portfolios to create a dynamic financial roadmap that adapts to life's changes and market fluctuations. What sets us apart is our Wealth Coaching philosophy. We don't just create plans; we partner with you to implement them, providing ongoing guidance and support to help you navigate financial decisions with confidence. |
| Financial Advice & Consulting
Evexia Wealth's Financial Advice & Consulting service is designed for individuals who seek more than just answersthey desire insights that can transform their financial landscape. Our approach combines deep expertise with innovative thinking to provide you with tailored solutions for your most complex financial challenges. As your trusted financial consultants, we go beyond surface-level advice. We dive deep into your unique financial situation, aspirations, and concerns to provide comprehensive guidance that addresses both immediate needs and long-term goals. Our team of seasoned professionals brings diverse expertise in investments, tax strategies, estate planning, and more, ensuring you receive well-rounded advice on every aspect of your financial life. What sets Evexia apart is our wealth coaching methodology. We don't just dispense advice; we engage in a collaborative process that empowers you to make confident financial decisions. Through in-depth discussions and scenario planning, we help you explore possibilities you may not have considered, challenging assumptions, and uncovering new opportunities for wealth creation and preservation. |
| Retirement Planning
Envision a retirement that's not just comfortable, but truly extraordinary. At Evexia Wealth, we specialize in transforming your retirement aspirations into reality through our innovative Wealth Coaching and investment management approach. We go beyond traditional retirement calculations, delving deep into your vision of success. Our team creates a comprehensive retirement strategy that integrates tax-efficient withdrawal plans, Social Security optimization, and innovative investment approaches. Through our Wealth Coaching process, we uncover opportunities you might not have considered, such as retiring earlier or spending with newfound confidence. Our dynamic retirement plan adapts to life's changes and market fluctuations, ensuring you have the clarity and confidence to make bold decisions about your future. |
| 401K Rollovers
Transitioning from one phase of your career to another is a pivotal moment, and your 401(k) deserves careful consideration. At Evexia Wealth, we specialize in guiding high-achieving professionals through the intricacies of 401(k) rollovers, ensuring your hard-earned retirement savings are positioned for optimal growth and aligned with your evolving financial goals. Our team conducts a comprehensive analysis of your existing 401(k), assessing fees, investment options, and performance. We then create a tailored strategy that may unlock new investment opportunities, reduce costs, and offer greater flexibility in your retirement planning. Our Wealth Coaching approach ensures that your 401(k) rollover decision is part of your broader financial picture, considering tax implications and overall investment strategy. |
| Insurance Planning
Evexia Wealth's Insurance Planning service provides a critical layer of protection for your wealth and loved ones. We assess your insurance needs across life, disability, and long-term care, crafting a personalized strategy that aligns with your financial goals and risk tolerance. Our team ensures that your insurance plan is integrated with your overall financial picture, addressing potential gaps in coverage and optimizing premiums. Through our wealth coaching approach, we help you understand the role of insurance in securing your financial future and achieving peace of mind. |
| Annuities
At Evexia Wealth, our Annuities service offers a strategic tool for securing predictable income streams and managing retirement risks. We help you navigate the complexities of annuity products, selecting options that align with your financial goals and risk tolerance. Our team integrates annuities into your comprehensive financial plan, ensuring they complement your other investments and retirement strategies. Through our wealth coaching process, we empower you to make informed decisions about using annuities to enhance your retirement security and confidence. |
| Estate Planning & Trusts
At Evexia Wealth, our Estate Planning & Trusts service is designed for forward-thinking individuals who seek to create a lasting legacy and ensure the seamless transfer of their wealth to future generations. We develop strategies that align with your values, protect your assets, and minimize potential tax burdens. Our team of estate planning experts works to develop strategies that align with your values, protect your assets, and minimize potential tax burdens. We understand that effective estate planning is about more than just distributing assets it's about preserving family harmony, instilling values, and creating a meaningful legacy. Our expertise covers a wide range of estate planning tools and techniques, including revocable and irrevocable trusts, charitable giving strategies, and business succession planning. We stay abreast of the latest legal and tax developments to ensure your estate plan remains current and effective. Experience estate planning that goes beyond document preparation choose Evexia Wealth and craft a legacy that truly reflects your values and aspirations. |
| Tax Advice and Services
Evexia Wealth's Tax Advice and Services provide sophisticated, proactive tax planning that optimizes your tax position and enhances your financial well-being. Our team integrates tax considerations into your comprehensive financial plan, identifying opportunities for tax efficiency across your investments, business interests, and personal income. We anticipate potential tax changes and develop flexible strategies that adapt to evolving tax environments. Through our Wealth Coaching process, we help you understand the tax implications of major financial decisions, empowering you to make choices that align with both your short-term needs and long-term wealth objectives. We'll work with you to develop tax-efficient investment strategies, optimize charitable giving, and structure your assets in a way that minimizes your tax burden. |
| Education Funding and Planning
At Evexia Wealth, we understand that providing for your children's or grandchildren's education is more than a financial decision it's an investment in their future. Our Education Funding & Planning service is tailored for forward-thinking individuals who want to give their loved ones the gift of educational opportunity without compromising their own financial well-being. We create a customized education funding plan that aligns with your values and financial goals, exploring various funding vehicles like 529 plans, Roth IRAs, and trusts. Our Wealth Coaching process ensures that your education funding strategy integrates seamlessly with your other financial objectives, such as retirement planning and legacy goals. We help you balance the desire to provide for education with the need to maintain financial security. |
| Wealth Management
At Evexia Wealth, we redefine wealth management for the discerning individual who seeks more than just financial growth we cultivate a path to true financial empowerment and life enrichment. Our holistic approach intertwines sophisticated investment strategies with personalized wealth coaching, simplifying life's complexities while maximizing opportunities for growth and preservation. We serve as stewards of your assets, integrating all aspects of your financial life, from investment management to tax optimization and legacy planning. Our Wealth Coaching philosophy empowers you to define and achieve your vision of success, uncovering possibilities you might not have considered. |
| Risk Management
At Evexia Wealth, our risk management service provides a robust shield against potential financial threats while positioning you for optimal growth opportunities. We conduct a comprehensive assessment of your financial picture, identifying vulnerabilities across your investments, business interests, and personal assets. Our team crafts a personalized protection plan that aligns with your financial goals and risk tolerance. This may include diversification strategies, insurance solutions, and legal structures designed to protect your wealth. Our ongoing monitoring ensures your protection strategy evolves with changes in your life and the broader economic environment. |
| Money Management
Evexia Wealth's Money Management service helps you master the art and science of managing wealth. We optimize your cash flow, ensuring every dollar is purposefully allocated. Our team develops a personalized spending plan that reflects your values and priorities, while maximizing growth potential through strategic investments. Our approach integrates cutting-edge financial technology with personalized guidance, giving you real-time insights into your financial health. Whether planning for a new venture or significant life event, Evexia's Money Management provides the tools and expertise to make confident, informed decisions about your wealth. |
| Portfolio Management
At Evexia Wealth, we understand that your portfolio is more than just numbers it's the foundation of your financial future. Our proven approach to researching and selecting investments sets us apart. We employ an investment philosophy focused on wealth preservation and growth. Our Wealth Coaching approach ensures that your investment strategy remains in sync with your evolving life goals and changing economic conditions. Experience the Evexia difference where sophisticated portfolio management meets personalized wealth coaching, empowering you to confidently navigate your financial journey. |
| Investment Advice & Management
At Evexia Wealth, our Investment Advice & Management service combines cutting-edge strategies with personalized wealth coaching. Through our wealth coaching process, we ensure that your investment strategy is integral to your overall financial picture, empowering you to feel confident about your financial future. Our team of seasoned investment professionals employs a proprietary approach that goes beyond traditional asset allocation. Whether you're focused on capital preservation, aggressive growth, or a balance of both, we have the expertise to design and implement a strategy that fits your unique needs. What sets Evexia apart is our commitment to active, intelligent portfolio management. We monitor market conditions, economic trends, and your changing life circumstances to make tactical adjustments that keep your investments on track. Through our Wealth Coaching process, we ensure that your investment strategy is not just a standalone plan, but an integral part of your overall financial picture. We help you understand the 'why' behind each investment decision, empowering you to feel confident about your financial future. |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Evexia Wealth, LLC ("Evexia Wealth") is a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission ("SEC"). Evexia Wealth provides investment advisory and related services for clients nationally. Evexia Wealth will maintain all applicable registrations, notice filings, and licenses as required by the various states in which Evexia Wealth conducts business, as applicable. Evexia Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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